THU 05 NOV 2026 · 126 new pieces this week

The latest theses & analyses from 800+ venture investors.

Subscribe to get the weekly digest. Every Sunday.

Join 5,000+ investors, founders and LPs

Select picks in the past month
Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
A16Z
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…

Friday, 14 June 2024

21 pieces
A Wealth of Common Sense · Ben Carlson
How to Be Happier at Work
Net Interest · Marc Rubinstein
Central Banking from the Bottom Up
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Is Seeing Still Believing?
My Climate Journey · Jason Jacobs
Unlocking the Future of Nuclear
My Climate Journey · Jason Jacobs
Unlocking the Future of Nuclear
Not Boring · Packy McCormick
Weekly Dose of Optimism #98
Top posts this week